Jencap Group 401(k) Plan
Sponsored by Jencap Group · EIN 851623752 · Plan #001
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 1,128
- With balances
- 1,099
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $61,434 |
| Smith & Howard, Pc | Accounting | $13,750 |
| Equitable Advisors Llc | Investment advisory (plan) | $12,803 |